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Wesley Shields, CFP®

Wesley Shields, CFP®

Certified Financial Plannerâ„¢

Wes knows that a person’s financial health can be a great source of stress or peace in one’s life, so he has made it his passion to help individuals and families create well-designed plans and make informed decisions toward accomplishing their financial goals as well as life goals. His 15+ years of client-focused experience has given him a breadth and depth of knowledge to be able to help clients with planning techniques that make a difference. 

Wes is a big fan of University of Utah football and enjoys the outdoors. If he isn’t working, he can be found camping or doing some other outdoor activity with his wife and 3 children.